Stephen J. Putnoki-Higgins
Associate, Bailey & Glasser LLP
Stephen Putnoki-Higgins is an associate at Bailey & Glasser LLP in the St. Petersburg, Fla. office. Stephen focuses his legal practice on the tax, estate planning, business planning, and estate administration needs of individuals and their families. Stephen regularly assists his clients in achieving their key tax and non-tax goals, such as probate avoidance and the preservation of familial harmony. His practice is also focused on transfer tax planning for high-net worth individuals, including closely-held business owners and other professionals, and he utilizes a variety of sophisticated techniques such as trust modification and decanting, dynasty trusts, sales to grantor trusts, grantor retained annuity trusts, and more, to accomplish his clients’ goals
Stephen is experienced in estate administration and assisting fiduciaries and beneficiaries alike through all aspects of the process including probate, contested estates, tax, and post-mortem estate planning issues.
He also regularly works with individuals and their advisors regarding the formation of tax-exempt organizations and other non-profit entities, as well as the compliance, structuring, operations, and governance-related aspects of the same.